Howe & Rusling’s WisdomTree International AI Enhanced Value Fund AIVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-500
| Closed | -$22K | – | 820 |
|
|
2018
Q1 | $22K | Buy |
+500
| New | +$22K | ﹤0.01% | 372 |
|
|
2016
Q3 | – | Sell |
-500
| Closed | -$19K | – | 1027 |
|
|
2016
Q2 | $19K | Hold |
500
| – | – | ﹤0.01% | 356 |
|
|
2016
Q1 | $19K | Hold |
500
| – | – | ﹤0.01% | 409 |
|
|
2015
Q4 | $19K | Buy |
+500
| New | +$19K | ﹤0.01% | 390 |
|